Civic Intelligence

Sunnybrook Foundation

990 • Fiscal year 2017 • EIN 20-1716791

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 31, 2018

Organization ProfileTHESUNNYBROOKBALLROOM.NET
50 Sunnybrook RoadPottstown, PA 19464

(610) 324-1341

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

2419.82x

Higher debt load relative to assets than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

100th percentile

114%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$510

Down $3,366,618 (-100%) from 2016

Net Assets

Down

-$1,233,597

Down $1,219,604 (-8716%) from 2016

Liabilities

Down

$1,234,107

Down $2,147,014 (-64%) from 2016

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,111,855

Down $1,668,228 (-300%) from 2016

Expenses

Down

$151,291

Down $120,884 (-44%) from 2016

Net Income

Down

-$1,263,146

Down $1,547,344 (-544%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $2,532,433Liabilities 2011: $3,411,452Net Assets 2011: -$879,0192011Assets 2012: $2,865,663Liabilities 2012: $4,420,428Net Assets 2012: -$1,554,7652012Assets 2013: $2,705,261Liabilities 2013: $3,209,995Net Assets 2013: -$504,7342013Assets 2014: $2,637,371Liabilities 2014: $3,229,530Net Assets 2014: -$592,1592014Assets 2015: $3,284,812Liabilities 2015: $3,583,003Net Assets 2015: -$298,1912015Assets 2016: $3,367,128Liabilities 2016: $3,381,121Net Assets 2016: -$13,9932016Assets 2017: $510Liabilities 2017: $1,234,107Net Assets 2017: -$1,233,5972017

Highlighted filing

2017

Assets$510
Liabilities$1,234,107
Net Assets-$1,233,597
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $274,678Expenses 2011: $749,206Net Income 2011: -$474,5282011Revenue 2012: $382,660Expenses 2012: $1,058,406Net Income 2012: -$675,7462012Revenue 2013: $2,367,851Expenses 2013: $1,317,819Net Income 2013: $1,050,0322013Revenue 2014: $1,126,967Expenses 2014: $1,214,392Net Income 2014: -$87,4252014Revenue 2015: $802,500Expenses 2015: $508,532Net Income 2015: $293,9682015Revenue 2016: $556,373Expenses 2016: $272,175Net Income 2016: $284,1982016Revenue 2017: -$1,111,855Expenses 2017: $151,291Net Income 2017: -$1,263,1462017

Highlighted filing

2017

Revenue-$1,111,855
Expenses$151,291
Net Income-$1,263,146
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$2,130,474
Mission and Program Overview

Mission

The dedication to strengthening of performing arts through cultural, education and historical venues as well as the knowledge and health of mind and body via charitable programs that enrich the quality of life, cultural spirit and educational backgrounds for people and to preserve the history of performing arts through the revitalization of the Sunnybrook Ballroom.

Strengthening the performing arts through cultural education and preservation of the sunnybrook ballroom facility located in pottstown, pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,168,227--
Loans From Officers Directors$396,436$396,436→ $0
Accounts Receivable$13,061--
Intangible Assets$4,862--
Cash and Non-Interest-Bearing Accounts$980$510▼ $470
Other Assets Total$223,540--
Total Assets$3,410,670$510▼ $3,410,160
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,209,768$635,000▼ $574,768
Accounts Payable and Accrued Expenses$328,712$201,531▼ $127,181
Deferred Revenue$1,536--
Other Liabilities$1,444,669$1,140▼ $1,443,529
Total Liabilities$3,381,121$1,234,107▼ $2,147,014
Net Assets / Fund Balance
Unrestricted Net Assets$29,549$-1,233,597▼ $1,263,146
Total Net Assets Fund Balance$29,549$-1,233,597▼ $1,263,146
Total Liabilities and Net Assets / Fund Balance$3,410,670$510▼ $3,410,160
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
J Wil HallmanPresident
Charles GulatiVice President
Lee OlsenDirector
Louis PereiraDirector
Tom OhmeDirector
Holly BeckerSecretary
Thomas L LesselTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,912
Program Service Revenue
$99,034
Investment Income
$-1,232,801
Other Revenue
$0
All Other Contributions
$762
Change in Net Assets
$-1,263,146
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$151,291
Total Fundraising Expense$9,467
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$71,165--$71,165
Interest$54,558--$54,558
Advertising--$9,467$9,467
Fees for Services Legal-$3,123-$3,123
Insurance$1,196--$1,196
Office Expenses-$569-$569
Other Expenses$54$2,869-$54
Total Functional Expenses$126,973$14,851$9,467$151,291
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-35% CONTROLLED ENTITY OF VICE PRESIDENTSALE OF THE FOUNDATION'S LAND, BUILDING, IMPROVEMENTS, FURNITURE AND EQUIPMENT TO THE LLC. THE PURCHASE AGREEMENT WAS ENTERED INTO PRIOR TO THE INTERESTED PERSON BECOMING AN INTERESTED PERSON WITH THE ORGANIZATION.No$2,009,528

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$396,436$396,436→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Sunnybrook LLC$1,140
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Directors and officers review potential applicants for conflict of interest before voting on a new director.”

Form 990, Part VI, Section B, Line 11B

“The board of directors reviews the 990 at the monthly meeting prior to filing.”

Form 990, Part VI, Section C, Line 19

“The 990 and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Sunnybrook Foundation
EIN
20-1716791
Phone
6103241341
Address
50 SUNNYBROOK ROAD, POTTSTOWN, PA 19464

Signing Officer

Name
Thomas L Lessel
Title
Treasurer
Phone
6103241341
Signed
2018-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas L Lessel
Formed
2007
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Maillie Llp
Address
PO BOX 680, OAKS, PA 19456-0680
Preparer
Edward J Furman CPA
Phone
6109351420
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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt2610000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd21
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0WHRD LLC
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt1WHRD NEIGHBORHOOD PLANNING LP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd00
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd10
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd20
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt2CAPITAL
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd2X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0400555
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt125000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt2610000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0J WIL HALLMAN
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0BOARD PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt135% CONTROLLED ENTITY OF BOARD PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt235% CONTROLLED ENTITY OF BOARD PRESIDENT
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd01
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd11
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd21
IRS990ScheduleL/TotalBalanceDueAmt01031436
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0LAND, BUILDING, AND EQUIPMENT
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0SUNNYBROOK REAL ESTATE LLC
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02017-07-27
IRS990ScheduleN/DispositionOfAssetsDetail/EIN0814231459
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt02009528
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0LLC
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0APPRAISAL AND AGREEMENT BETWEEN PARTIES
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt050 N SUNNYBROOK RD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0POTTSTOWN
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd019464
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTORS AND OFFICERS REVIEW POTENTIAL APPLICANTS FOR CONFLICT OF INTEREST BEFORE VOTING ON A NEW DIRECTOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REVIEWS THE 990 AT THE MONTHLY MEETING PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03410670
IRS990/TotalAssetsEOYAmt0510
IRS990/TotalAssetsGrp/BOYAmt03410670
IRS990/TotalAssetsGrp/EOYAmt0510
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt021912
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09467
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014851
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0126973
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151291
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03381121
IRS990/TotalLiabilitiesEOYAmt01234107
IRS990/TotalLiabilitiesGrp/BOYAmt03381121
IRS990/TotalLiabilitiesGrp/EOYAmt01234107
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt029549
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1233597
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0126973
IRS990/TotalProgramServiceRevenueAmt099034
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1133767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-1111855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03410670
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0510
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt029549
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1233597
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt050 SUNNYBROOK ROAD
IRS990/USAddress/CityNm0POTTSTOWN
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019464
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0THESUNNYBROOKBALLROOM.NET
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS L LESSEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06103241341
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUNNYBROOK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SUNN
ReturnHeader/Filer/EIN0201716791
ReturnHeader/Filer/PhoneNum06103241341
ReturnHeader/Filer/USAddress/AddressLine1Txt050 SUNNYBROOK ROAD
ReturnHeader/Filer/USAddress/CityNm0POTTSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019464
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId015A7E9B0F4D4D3BE77214A119BF6377A745EC461
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.227.130.2
ReturnHeader/FilingSecurityInformation/IPDt02018-07-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:39:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0231518888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MAILLIE LLP

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$510
Liabilities
$1,234,107
Net assets
-$1,233,597
Revenue
-$1,111,855
Expenses
$151,291
Net income
-$1,263,146
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$1.23$1.23$1.11$0.15$1.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.37$3.38$0.01$0.56$0.27$0.28
2015Detailed filing. Detailed filing data is available for this year.$3.28$3.58$0.30$0.80$0.51$0.29
2014Detailed filing. Detailed filing data is available for this year.$2.64$3.23$0.59$1.13$1.21$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.71$3.21$0.50$2.37$1.32$1.05
2012Summary only. Only limited summary data is available for this year.$2.87$4.42$1.55$0.38$1.06$0.68
2011Summary only. Only limited summary data is available for this year.$2.53$3.41$0.88$0.27$0.75$0.47